Remote Account Advisor | Flexible Hours & Bonuses

Nuvant Consulting Group; Columbus (OH); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses and incent.

Benefits package including medical, ??

Work from home with flexible schedule

Job summary

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

In this remote, home-based role, you will work independently, stay organized in a CRM, pursue opportunities, and contribute to retention through ongoing contact.

Qualifications

• High school diploma or college degree preferred.
• Prior experience in sales, lead generation, or customer service roles a plus.
• Results and goal oriented.
• Able to work independently in a work from home environment.

Responsibilities

• Proactively reach out to clients and handle inbound inquiries
• Discuss client goals and align solutions accordingly
• Provide clear explanations of services and next steps
• Track activity and maintain up-to-date records in CRM
• Support retention efforts through ongoing communication

Skills

Sales experience

Lead generation

Customer service

Results oriented

Work from home

Independent worker

Education

High school diploma

College degree preferred

Job description

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

In this remote, home-based role, you will work independently, stay organized in a CRM, pursue opportunities, and contribute to retention through ongoing contact.